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Smith & Howard Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Smith & Howard Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.72M Sell
131,980
-93
-0.1% -$6.9K 2.1% 14
2025
Q4 		$9.78M Sell
132,073
-577
-0.4% -$42.9K 2.2% 14
2025
Q3 		$9.87M Buy
132,650
+2,236
+2% +$165K 2.28% 14
2025
Q2 		$9.6M Sell
130,414
-75,254
-37% -$5.47M 2.43% 12
2025
Q1 		$15.1M Sell
205,668
-11,319
-5% -$821K 4.12% 6
2024
Q4 		$15.6M Buy
216,987
+15,649
+8% +$1.14M 4.41% 6
2024
Q3 		$15.1M Buy
201,338
+14,825
+8% +$1.1M 4.25% 6
2024
Q2 		$13.4M Buy
186,513
+23,394
+14% +$1.68M 3.99% 6
2024
Q1 		$11.8M Buy
163,119
+48,419
+42% +$3.51M 3.65% 6
2023
Q4 		$8.44M Buy
114,700
+9,350
+9% +$660K 2.98% 10
2023
Q3 		$7.35M Sell
105,350
-7,996
-7% -$571K 2.58% 11
2023
Q2 		$8.24M Buy
113,346
+7,076
+7% +$518K 2.9% 9
2023
Q1 		$7.85M Buy
106,270
+11,776
+12% +$862K 2.7% 10
2022
Q4 		$6.79M Buy
94,494
+44,199
+88% +$3.17M 2.59% 12
2022
Q3 		$3.59M Sell
50,295
-765
-1% -$57.2K 1.53% 20
2022
Q2 		$3.84M Buy
51,060
+14,075
+38% +$1.07M 1.63% 20
2022
Q1 		$2.94M Buy
36,985
+8,756
+31% +$715K 1.24% 21
2021
Q4 		$2.39M Buy
28,229
+6,217
+28% +$530K 1.08% 25
2021
Q3 		$1.88M Buy
22,012
+1,667
+8% +$144K 0.89% 25
2021
Q2 		$1.75M Buy
20,345
+12,785
+169% +$1.09M 0.83% 25
2021
Q1 		$640K Buy
7,560
+3,760
+99% +$324K 0.32% 36
2020
Q4 		$335K Hold
3,800
– – 0.18% 45
2020
Q3 		$335K Hold
3,800
– – 0.2% 46
2020
Q2 		$336K Sell
3,800
-28
-0.7% -$2.45K 0.21% 47
2020
Q1 		$327K Hold
3,828
– – 0.21% 49
2019
Q4 		$321K Hold
3,828
– – 0.11% 59
2019
Q3 		$323K Sell
3,828
-375
-9% -$31.4K 0.13% 52
2019
Q2 		$349K Buy
+4,203
New +$342K 0.15% 38
2018
Q4 		– Sell
-4,203
Closed -$331K – 56
2018
Q3 		$331K Hold
4,203
– – 0.14% 37
2018
Q2 		$333K Sell
4,203
-1,324
-24% -$105K 0.15% 35
2018
Q1 		$442K Buy
+5,527
New +$442K 0.19% 29
2017
Q4 		– Sell
-3,356
Closed -$275K – 42
2017
Q3 		$275K Sell
3,356
-1,553
-32% -$127K 0.13% 36
2017
Q2 		$402K Sell
4,909
-60
-1% -$4.9K 0.19% 33
2017
Q1 		$403K Hold
4,969
– – 0.19% 32
2016
Q4 		$401K Sell
4,969
-4,591
-48% -$376K 0.21% 34
2016
Q3 		$804K Sell
9,560
-3,613
-27% -$304K 0.42% 20
2016
Q2 		$1.11M Sell
13,173
-3,993
-23% -$332K 0.53% 18
2016
Q1 		$1.42M Sell
17,166
-2,013
-10% -$165K 0.59% 18
2015
Q4 		$1.55M Buy
+19,179
New +$1.56M 0.76% 17

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smith & Howard Wealth Management's BND Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 0.07% in Q1 2026, selling an estimated $6.9K and leaving 131,980 shares worth $9.72M. The position accounts for 2.1% of the portfolio, ranked #14.

Smith & Howard Wealth Management first reported a position in BND in Q4 2015 and has held it in 39 quarters since. The position peaked at $15.6M in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Smith & Howard Wealth Management held 131,980 shares of Vanguard Total Bond Market worth $9.72M as of Q1 2026.
  • Smith & Howard Wealth Management sold 93 Vanguard Total Bond Market shares in Q1 2026, an estimated $6.9K.
  • Vanguard Total Bond Market made up 2.1% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Smith & Howard Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 39 quarters since.
  • Smith & Howard Wealth Management's Vanguard Total Bond Market position peaked at $15.6M in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.